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Pacific Sun Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pacific Sun Financial’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.01M Buy
13,540
+24
+0.2% +$3.61K 0.97% 23
2025
Q4 		$1.94M Sell
13,516
-165
-1% -$23.5K 0.93% 23
2025
Q3 		$1.93M Sell
13,681
-520
-4% -$71.5K 0.93% 24
2025
Q2 		$1.89M Sell
14,201
-230
-2% -$29.1K 0.99% 21
2025
Q1 		$1.86M Sell
14,431
-135
-0.9% -$17.7K 1.06% 23
2024
Q4 		$1.86M Sell
14,566
-125
-0.9% -$16.3K 1.01% 25
2024
Q3 		$1.88M Sell
14,691
-740
-5% -$91.4K 1.04% 23
2024
Q2 		$1.83M Sell
15,431
-190
-1% -$22.5K 1.08% 23
2024
Q1 		$1.89M Hold
15,621
– – 1.1% 21
2023
Q4 		$1.74M Sell
15,621
-230
-1% -$24.2K 1.1% 23
2023
Q3 		$1.64M Sell
15,851
-532
-3% -$57.1K 1.14% 22
2023
Q2 		$1.73M Buy
+16,383
New +$1.72M 1.16% 22
2022
Q4 		$1.74M Sell
16,113
-230
-1% -$24.5K 1.23% 21
2022
Q3 		$1.55M Sell
16,343
-483
-3% -$50.2K 1.09% 24
2022
Q2 		$1.71M Buy
16,826
+1,298
+8% +$141K 1.13% 23
2022
Q1 		$1.74M Buy
15,528
+641
+4% +$71.5K 0.96% 27
2021
Q4 		$1.67M Buy
14,887
+325
+2% +$35.4K 0.89% 34
2021
Q3 		$1.5M Buy
+14,562
New +$1.54M 0.86% 35
2020
Q3 		$948K Sell
11,712
-160
-1% -$13.1K 0.79% 42
2020
Q2 		$935K Buy
11,872
+965
+9% +$75K 0.84% 39
2020
Q1 		$772K Buy
10,907
+4,537
+71% +$390K 0.89% 37
2019
Q4 		$597K Sell
6,370
-60
-0.9% -$5.44K 0.53% 66
2019
Q3 		$571K Buy
6,430
+610
+10% +$53.4K 0.54% 67
2019
Q2 		$509K Buy
+5,820
New +$503K 0.49% 72
2018
Q2 		$415K Buy
4,775
+800
+20% +$67K 0.43% 80
2018
Q1 		$328K Buy
+3,975
New +$342K 0.43% 80

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pacific Sun Financial's VYM Position: Q1 2026 in Review

Pacific Sun Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.18% in Q1 2026, buying an estimated $3.61K and bringing the position to 13,540 shares worth $2.01M. The position accounts for 0.97% of the portfolio, ranked #23.

Pacific Sun Financial first reported a position in VYM in Q1 2018 and has held it in 26 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Pacific Sun Financial held 13,540 shares of Vanguard High Dividend Yield ETF worth $2.01M as of Q1 2026.
  • Pacific Sun Financial bought 24 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $3.61K.
  • Vanguard High Dividend Yield ETF made up 0.97% of Pacific Sun Financial's portfolio in Q1 2026, its #23 holding.
  • Pacific Sun Financial first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 26 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.